Purchases and Sales Made in Q2 2023 in Energy Transfer LP (ET)
This table provides information about the institutional ownership of Energy Transfer LP (ET) during Q2 2023. The information is specifically focused on institutions that hold shares of Energy Transfer LP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-7.4K- 8.08% |
$91.2K - $95.5K
|
84.2K
$1.59M
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-7.9K- 8.01% |
$97.3K - $102K
|
90.7K
$1.71M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-8.4K- 3.49% |
$103K - $108K
|
232K
$4.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-8.53K- 1.77% |
$105K - $110K
|
473K
$8.93M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-8.57K- 3.35% |
$106K - $111K
|
248K
$4.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-8.61K- 8.0% |
$106K - $111K
|
99K
$1.87M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-8.65K- 43.25% |
$107K - $112K
|
11.4K
$214K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-8.75K- 0.2% |
$108K - $113K
|
4.33M
$81.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-9K- 51.23% |
$111K - $116K
|
8.56K
$162K
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-9.07K- 5.54% |
$112K - $117K
|
155K
$2.92M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-9.47K- 3.88% |
$117K - $122K
|
234K
$4.42M
|
|
|
Aug 04, 2023
Q2 2023
|
Terril Brothers, Inc.
|
SELL
|
- |
-9.5K- 3.32% |
$117K - $123K
|
277K
$5.22M
|
|
|
Aug 03, 2023
Q2 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-10K- 26.48% |
$123K - $129K
|
27.8K
$524K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.6K- 11.78% |
$130K - $136K
|
79K
$1.49M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.9K- 4.69% |
$135K - $141K
|
223K
$4.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-11.4KClosed |
$140K - $147K
|
0
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-11.6K- 18.37% |
$143K - $149K
|
51.4K
$970K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-12.6K- 18.86% |
$155K - $163K
|
54.2K
$1.02M
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-12.8K- 23.83% |
$157K - $165K
|
40.8K
$769K
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-12.9K- 1.21% |
$159K - $167K
|
1.05M
$19.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-14.7K- 23.65% |
$182K - $190K
|
47.6K
$897K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-16.3K- 15.68% |
$201K - $211K
|
87.8K
$1.66M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-16.5K- 0.66% |
$204K - $214K
|
2.49M
$46.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-17.2K- 47.0% |
$212K - $222K
|
19.4K
$366K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-17.5K- 35.32% |
$216K - $226K
|
32.1K
$605K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-19.1K- 43.48% |
$235K - $246K
|
24.8K
$467K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-19.3K- 9.12% |
$238K - $249K
|
192K
$3.63M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-19.7K- 38.25% |
$242K - $254K
|
31.8K
$599K
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-20.1K- 31.98% |
$247K - $259K
|
42.7K
$804K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-21.4K- 45.65% |
$264K - $276K
|
25.5K
$481K
|
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-22.5K- 8.24% |
$277K - $290K
|
251K
$4.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-22.5K- 8.24% |
$277K - $290K
|
251K
$4.73M
|
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-24K- 22.08% |
$296K - $310K
|
84.8K
$1.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-24.3K- 10.05% |
$300K - $314K
|
218K
$4.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-24.8K- 35.27% |
$306K - $321K
|
45.6K
$860K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-25K- 56.1% |
$308K - $323K
|
19.6K
$369K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-25.7K- 60.0% |
$317K - $332K
|
17.2K
$324K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-26.1K- 38.05% |
$322K - $337K
|
42.5K
$802K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-26.5K- 2.87% |
$327K - $342K
|
897K
$16.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-27.4K- 24.58% |
$338K - $354K
|
84.1K
$1.59M
|
|
|
Jul 21, 2023
Q2 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-28.5K- 0.48% |
$351K - $368K
|
5.88M
$111M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-28.9K- 16.12% |
$356K - $373K
|
150K
$2.84M
|
|
|
Aug 03, 2023
Q2 2023
|
Jennison Associates LLC
|
SELL
|
- |
-29K- 0.36% |
$357K - $374K
|
8.11M
$153M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-34.6K- 7.7% |
$427K - $447K
|
415K
$7.83M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-35.1K- 7.33% |
$432K - $453K
|
443K
$8.36M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-35.5K- 21.36% |
$437K - $458K
|
131K
$2.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Goldentree Asset Management LP
New York, NY |
SELL
|
- |
-37K- 9.77% |
$455K - $477K
|
341K
$6.44M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-37.1K- 13.54% |
$457K - $479K
|
237K
$4.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-37.7K- 22.75% |
$465K - $487K
|
128K
$2.42M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-40.1K- 3.43% |
$494K - $518K
|
1.13M
$21.3M
|